BHPW
Beverly Hills Private Wealth’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Sell |
11,313
-31
| -0.3% | -$4.37K | 0.3% | 91 |
|
|
2025
Q1 | $1.32M | Sell |
11,344
-6,030
| -35% | -$704K | 0.26% | 98 |
|
|
2024
Q4 | $2.18M | Sell |
17,374
-6,261
| -26% | -$787K | 0.44% | 63 |
|
|
2024
Q3 | $2.46M | Buy |
23,635
+5,261
| +29% | +$548K | 0.5% | 56 |
|
|
2024
Q2 | $1.79M | Buy |
18,374
+3,993
| +28% | +$388K | 0.39% | 70 |
|
|
2024
Q1 | $1.35M | Buy |
14,381
+5,964
| +71% | +$562K | 0.31% | 85 |
|
|
2023
Q4 | $785K | Buy |
8,417
+3,751
| +80% | +$350K | 0.2% | 109 |
|
|
2023
Q3 | $381K | Sell |
4,666
-73
| -2% | -$5.96K | 0.11% | 197 |
|
|
2023
Q2 | $421K | Buy |
+4,739
| New | +$421K | 0.07% | 253 |
|